Company Information

Get to know Baseline Advisors

Established in 2002, Baseline Advisors, LLC is an independent, fee-only Registered Investment Advisor based in Bellevue, Washington. The firm specializes in providing personalized wealth management, financial planning, and retirement plan advisory services. Its mission is to deliver unbiased, objective, and expert financial guidance to help individuals, families, and business owners achieve their long-term financial goals. Being fee-only, their compensation comes directly from clients, aligning the firm's interests with those of their clients and avoiding conflicts of interest associated with commission-based products.

Industry

Financial Wealth ManagementPRIMARY
Financial Investment
Financial Other Service

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Baseline Advisors

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.